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Account Manager
Updated on 2/2/2023
Locations
Remote
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Management
Sales
Salesforce
Communications
Requirements
  • Experience in an account management or business development role
  • Experience handling a large volume of clients
  • Strong communication skills and a great phone presence
  • Ability to forge strong relationships via phone and email
  • Consultative sales skills to identify unmet customer needs
  • Comfortable in a fast-paced, high-growth startup environment
  • Past experience in account management preferred
  • Attention to detail; excellent organization and time-management skills
Responsibilities
  • Serve as a trusted partner by being the first point of contact for Financial Advisors in the SmartAsset network, ensuring the best possible Advisor experience
  • Strategically identify new ways to engage and retain clients
  • Maximize revenue with current clients by identifying client needs and pain points, selling additional products and upselling
  • Counsel Advisors on best practices, helping them get the most out of their SmartAdvisor campaign
  • Manage and drive revenue in a growing book of Financial Advisor accounts
  • Share feedback from Advisors with the sales and product teams to ensure that Advisors' voices are heard
  • Maximize Advisor budget, happiness and retention
  • Maintain up-to-date Salesforce records for Advisor accounts
SmartAsset

51-200 employees

Consumer financial information & advice platform
Company Overview
SmartAsset's mission is to help people make smart financial decisions. The company has created a national marketplace connecting consumers to financial advisors to help people navigate life’s big personal finance decisions.
Benefits
  • Remote flexibility
  • Medical, dental, & vision coverage
  • Life/AD&D insurance
  • FSA
  • 401K
  • Equity packages
  • PTO
  • Parental leave
  • EAP
  • Pet insurance
  • Home office stipend
  • Health & wellness stipend
  • Monthly food delivery stipend
Company Core Values
  • We empower users
  • We trust each other
  • We rise & adapt
  • Data fuels our decisions
  • We collaborate